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2704 S Goyer Rd, Kokomo, IN 46902 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2024-03-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cfd Investments, Inc. | Kokomo | IN | 03/2022 | Present |
| Capital Planning Systems | Terre Haute | IN | 07/2006 | Present |
| Creative Financial Designs | Kokomo | IN | 03/2024 | Present |
1.) Capital Planning Systems; Investment related; 2.) Creative Financial Designs 3.) Honey Creek Ward, Bloomington Stake, Church of Jesus Christ of Latter Day Saints; Not investment-related; 1845 N 6th 1/2 St, Terre Haute, IN 47804; Church; Clerk; 5/4/2025; 30 hours/months; 0 hours/month; Administrative Support, Financial Management, Record Keeping 4.) Shepherds of Griffin Bike Park-Not investment related-Terre Haute, IN 47802-Fundraising-President-10/30/2019-10 hrs/mo-0 hrs during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-08-28 |
| S63 | Uniform Securities Agent State Law Examination | 2022-06-10 |
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